Service Tiers

We understand that your tax needs can change as the stages of your life change.

We offer different levels of service depending on your needs. 

All services include a secure client portal, digital access to your files and returns, and electronic signature for forms.

Individual Tax Preparation Services

Basic Tax Prep

Includes

• Federal, State, and Local filings

• Married Filing Joint vs Married Filing Separate Optimization Report (if applicable)

• Basic Tax Projection for next year

• Estimated Tax Calculations and Vouchers

• Tax Return Review and Summary

 Fee paid with tax return

 

Tax Prep with Basic Tax Planning

Includes

• Everything in basic plus:

• Tax Planning/Estimated Tax Check-in between September-November

  • Review the tax projection provided with the return to make sure you are still in line

  • Review of estimates to make sure you are still on track

  • Discuss any changes since the tax return or last touch-base

  • Review of wealth management checklist

 

• 2 hours of correspondence or notice responses throughout the year included

  • Client communication

    • Phone calls/emails – clients can call or e-mail our office for no additional hourly charges

  • Tax questions and information

    • General tax information or tax structure ideas. NOTE – an exception will be for any advanced research; you will be notified before research commences.

Fee can be paid in two payments

 

Full-Service Tax

Includes

• Everything in basic plus:

• Two tax planning/estimated tax check-ins per year

  • Review the tax projection provided with the return to make sure you are still in line

  • Review of estimates to make sure you are still on track

  • Discuss any changes since the tax return or last touch-base

  • Review your internal wealth management profile and identify any potential additional tax-saving strategies

• 1 IRS notice or other taxing authority review and response per year at no additional cost

• 4 hours of correspondence throughout the year included

  • Client communication

    • Phone calls/emails - Clients can call or e-mail our office for no additional hourly charges

  • Tax questions and information

    • General tax information or tax structure ideas. NOTE – an exception will be for any advanced research; you will be notified before research commences.

Fee can be paid quarterly

 

 

Business Tax Preparation Services

 

Basic Tax Prep

Includes

• Federal and Local filings

• Basic Annual Accounting Review and Year-End Adjusting Entries

• Depreciation and Asset Schedules

• Basis Schedules

• Estimated Tax Calculations for local taxes

• Tax Return Review and Summary

Fee paid with tax return

 

Tax Prep with Basic Tax Planning 

Includes

• Everything in basic plus:

• Accounting Check-In and Tax Planning/Estimated Tax Check-In between September-November

• 4 hours of correspondence or notice responses throughout the year

Fee can be paid quarterly

 

Full-Service Tax

Includes

• Everything in basic plus:

• Accounting Check-In and Tax Planning/Estimated Tax Check-In Mid-Year and Year-End

• Unlimited correspondence including notices throughout the year

Fee can be paid quarterly